Meghan Colleen Fries
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Renaissance FinancialJun 2025 to Aug 2025
- University of Nebraska-lincoln Teaching and Learning CenterAug 2024 to May 2026
- University of Nebraska-lincoln Digitial Learning CenterAug 2023 to May 2026
- Burg & BarrelMay 2023 to Jan 2025
- HappyfeetMay 2023 to Aug 2023
- University of Nebraska-lincolnAug 2022 to Oct 2025
- United Methodist Church of the ResurrectionMay 2021 to Dec 2023
- Blue Valley West High SchoolAug 2018 to May 2022
- UnemployedJun 2018 to Jul 2018
- Lakewood Middle SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8102448
- Firm CRD
- 105644